Shelton Wealth Management’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Shelton Wealth Management’s Portfolio FTGC Stock Details FTGC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$250K	Sell	9,243 -2,752	-23%	-$79.2K	0.1%	113
2026 Q1	$344K	Sell	11,995 -3,404	-22%	-$88K	0.15%	103
2025 Q4	$358K	Sell	15,399 -688	-4%	-$17.9K	0.15%	105
2025 Q3	$417K	Hold	16,087	–	–	0.19%	101
2025 Q2	$397K	Sell	16,087 -80,979	-83%	-$1.99M	0.19%	101
2025 Q1	$2.48M	Buy	97,066 +16,636	+21%	+$417K	1.35%	15
2024 Q4	$1.92M	Sell	80,430 -115,537	-59%	-$2.74M	1%	23
2024 Q3	$4.64M	Sell	195,967 -4,531	-2%	-$105K	2.52%	12
2024 Q2	$4.79M	Sell	200,498 -25,940	-11%	-$628K	2.72%	7
2024 Q1	$5.37M	Sell	226,438 -1,929	-0.8%	-$44.4K	3.38%	7
2023 Q4	$5.12M	Sell	228,367 -88,030	-28%	-$2.05M	3.64%	7
2023 Q3	$7.59M	Buy	316,397 +6,616	+2%	+$160K	6.07%	5
2023 Q2	$7.05M	Buy	309,781 +8,525	+3%	+$196K	5.47%	7
2023 Q1	$7.08M	Buy	301,256 +41,914	+16%	+$996K	5.74%	6
2022 Q4	$6.35M	Buy	259,342 +11,159	+4%	+$291K	5.02%	7
2022 Q3	$6.29M	Buy	248,183 +552	+0.2%	+$14.6K	5.6%	5
2022 Q2	$6.63M	Sell	247,631 -52,688	-18%	-$1.53M	5.63%	5
2022 Q1	$8.54M	Sell	300,319 -69,872	-19%	-$1.83M	6.74%	4
2021 Q4	$8.54M	Buy	+370,191	New	+$9.1M	6.72%	5

Other funds holding FTGC

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SYBT

Stock Yards Bank & Trust Louisville, Kentucky $3.49B AUM 27.82% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Shelton Wealth Management's FTGC Position: Q2 2026 in Review

Shelton Wealth Management reduced its First Trust Global Tactical Commodity Strategy Fund (FTGC) stake by 23% in Q2 2026, selling an estimated $79.2K and leaving 9,243 shares worth $250K. The position accounts for 0.1% of the portfolio, ranked #113.

Shelton Wealth Management first reported a position in FTGC in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.54M in Q1 2022. 274 funds tracked by Wall St. Rank hold FTGC as of Q2 2026.

Shelton Wealth Management held 9,243 shares of First Trust Global Tactical Commodity Strategy Fund worth $250K as of Q2 2026.
Shelton Wealth Management sold 2,752 First Trust Global Tactical Commodity Strategy Fund shares in Q2 2026, an estimated $79.2K.
First Trust Global Tactical Commodity Strategy Fund made up 0.1% of Shelton Wealth Management's portfolio in Q2 2026, its #113 holding.
Shelton Wealth Management first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q4 2021 and has held it in 19 quarters since.
Shelton Wealth Management's First Trust Global Tactical Commodity Strategy Fund position peaked at $8.54M in Q1 2022.
274 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2026.

Based on Shelton Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.